- EBMS Knowledge Base
- Job Costing
- Retainage
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components, Accessories, and Bill of Materials
- Component Formula Tool
- Made to Order Kitting (MTO)
- Configure to Order Kitting (CTO)
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Billing the Final Retainage
Retainage rates can be changed throughout the project. Review Changing Retainage for instructions to adjust retainage throughout the job.
Complete the following steps to invoice the final Retainage billing:
- Open a job and tap on the Billings tab:
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Click on the Change Retainage button.
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Clear the Retainage percentage to remove all retainage from the job.
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Adjust the Materials Retainage %. Review Progress Billings > Entering Billing Items for a Progress Billing Invoice for more information on the Materials settings.
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Set the invoice date from the retainage billing.
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Click the Bill Now button to complete.
Review Progress Billings > Invoicing a Progress Billing Job for more information on billing a progress billing job.